Our Fees

Our fee structure was designed to mirror our advisory model: Easy to understand and, we believe, the very best way to help you meet your goals.

How do we get paid?

We are compensated for our investment advisory and retirement planning services through a single “all-in” advisory fee, which is calculated at the end of each calendar quarter. The fee amount is simply a percentage of the value of the investments that we manage on your behalf.

This single fee covers:

Credentialed investment advising

Comprehensive financial and retirement planning

Tax and insurance recommendations

Investment trades

Ongoing portfolio rebalances

On-demand account access through our client technology platform

Regularly scheduled meetings with your advisor

Unlike many other financial services firms, our compensation is not dependent upon the investments that we recommend, nor the advice that we offer. We are paid the same regardless of how you’re invested. This straightforward fee structure aligns your interests with ours.

When it comes to our ongoing partnership, although we will always work hard to retain you as a client, if you are not completely satisfied, you are free to leave at any time. And, there are no cancellation or termination fees should you decide to leave.

Lastly, before you become a Hanson McClain client, we’ll explain, in writing, exactly how we calculate your advisory fee. And, those fees will be clearly shown on your quarterly account statements.

When you partner with Hanson McClain, you’ll:

Know in advance exactly how your fees will be determined

Never be asked to sign a long-term contract

Our fee structure is so simple and direct, that when it comes to comparing us to other firms, with their hidden costs, transaction fees and commissions, you may think to yourself: “That’s it?”

†As of 03/16, Hanson McClain Advisors, an SEC registered investment adviser and Hanson McClain Securities, a registered broker/dealer have approximately $2 billion in total assets under management and administration.

✢Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

Financial Times, FT 300 Top Registered Investment Advisers, June 2016. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company.

The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey.